The Report Results window shows lists of the records returned when you run a report (for example, from Reports / Analyze).
You can perform actions on selected records. The actions include sending emails, exporting to various formats, and setting standard properties.
Action Bar
The Action Bar at the top of the window includes the following controls.
> Note: The report type determines whether some controls are available or not. For example, the Compose Email action is only available for Registrations reports.
| "Action Bar" Control | What You Do | |---|---| | Actions | Select rows in the record display area. Choose an action to apply to all records selected. The actions available depend on the report type. The following may be available: Compose Email, Manage Agendas, Print Itinerary (see Itinerary Settings). | | Export | Output data to a number of external formats. Print the report results. Export to the following formats: Printable HTML, Acrobat® PDF, Printable Excel®, Excel® Spreadsheet, Comma-Delimited, Tab-Delimited Text. | | Filter | Filter results by initial letter of Last Name. Click that letter. For example, click the letter “B” to immediately display only the attendees whose last name starts with “B”. Click Other to display attendees whose last name begins with a non-alpha character. Click All to return to the complete list. If report fields are defined as Drill-Down Filters, select values to apply for those fields. For example, Attendee Type as a drill-down filter can be selected from a drop-down list or left set to the default of [Any]. When filters are selected, click Drill Down to view the filtered report results. See Reports/Analyze > Filters for information about defining drill-down filters. | | Mass Action | Select rows in the record display area. Select a Mass Action from the list. Click Go. A progress bar is shown until the action is complete. Mass actions available depend on the report type. Mass actions also depend on your user type, modules in use, and the data set up. For example, mass actions available for Registration reports include: Setting Standard Registration Properties, such as marking as Complete or Incomplete, marking as Test or Live, etc.; Changing Registration Status; Changing Attendee Type & Fee. | | Print Badges.htm) | Select rows in the record display area. Select a badge from the list of those set up on Manage > Badges. Click Print to print that badge for all selected attendees. Click PDF to generate PDFs of them all in a single zip file. |
Other areas
Record Display Area
The main area of the Report Results window displays records that match the criteria set for the current report. Each row represents a record in the Certain database.
Each column of the report results is equivalent to one data field configured in Reports > Columns.
Click the Row number in the first column of a row to see details of that record.
To select a record for an action, select its check box in the Row column.
You may also use the check box in the header row for that column to select all records on the current page of report results. You can clear it to deselect all.
Click the up/down arrow after a column name to sort records by that column in ascending order (A to Z or 1 to 10). Click it again to reverse the sort to descending order (Z to A or 10 to 1).
Row Controls
"Records x to y are shown" appears at the bottom of the page. This text tells you what part of the full set of results is shown.
For example, "Records 1 to 250 of 7800 are shown."
- Next: Move forwards one page-full of records. This option is available only if there are more records to display.
- Previous: Go back one page-full of records. This option is available only if you are past the first page.
Change the display by adjusting any of these figures and clicking Display.
- Rows/Per Page: How many rows to show on each page.
- Start Row: Which row to start the report on.
- Max Records: The maximum number of records to be returned.